FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
Live cross-firm bank consensus across 30 desks — FX, oil & gold
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What does a combination of good economic data and higher rates mean for the markets? Following a strong December jobs report, and with yields continuing to climb higher, Jason reflects on recent market moves and reaffirms CIO’s longer-term market outlook. Plus, thoughts when it c
The desk believes that the renewed focus on tariffs by the U.S. administration could introduce volatility in foreign exchange markets, particularly for commodities and currencies linked to them. Per the full note [source], tariffs on steel and aluminum, while not unprecedented, signal potential shifts in broader trade policy that financial markets are keenly monitoring. This sentiment is underscored by traders digesting recent employment data, with the January jobs report indicating a stable labor market. All eyes are also on upcoming inflation figures, which could further influence market strategies and positions.